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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hogan is a registered investment advisor representative with Saxony Capital Management, LLC, headquartered in Saint Louis, Missouri. Patrick has been in the securities industry since February 2, 1970, and holds a variety of licenses and registrations. His professional experience includes positions at PATRICK FINANCIAL CORPORATION, QUEEN CITY SECURITIES CORP., and M L LONGI & CO INC. Patrick also provides financial planning and portfolio management services to individuals and businesses. His firm specializes in providing financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees to ria's, finders fees, fees third party manager
1
2
OH
01/02/2025 - Present
Saxony Capital Management, LLC (Hamilton OH)
OH
08/08/1985 - 04/01/2009
PATRICK FINANCIAL CORPORATION (HAMILTON OH)
NA
12/07/1970 - 08/07/1985
QUEEN CITY SECURITIES CORP.
NA
02/02/1970 - 03/20/1971
M L LONGI & CO INC
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/11/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/03/1978
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/30/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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